Treasury Management Analyst I

S&T Bank; United States; Vor Ort; USD 22.358 - 45.901; Vollzeit

Zusammenfassung

S&T Bank is looking for a Treasury Management Operations Support professional to assist in onboarding and relationship management for clients. The role includes acting as a liaison between sales and operations teams to ensure documentation accuracy, managing customer communications, and maintaining knowledge of bank procedures and systems.

The position requires a high school diploma, specialized training, and 5-10 years of customer service experience.

Salary ranges from $16.23 to $33.32 per hour.

Qualifikationen

• Requires five to ten years general experience with Customer Service or Treasury Product experience.
• Demonstrate knowledge of various bank operating systems.
• Operate a keypad device 80% of the day.

Aufgaben

• Act as liaison between TM Sales and operations teams.
• Maintain working knowledge of all department procedures.
• Manage customer requests for account-related documents.

Kenntnisse

Customer Service

Bank Operations

Interpersonal Skills

Document Management

Ausbildung

High school diploma or equivalent

Specialized training or two-year degree

Tools

Optima

Tableau

nCino

IBS

FIS systems

Jobbeschreibung

Location

355 North Fifth Street, Indiana, PA 15701

Hours

Monday – Friday: 8:00AM – 5:00PM (additional hours as necessary)

Function

Responsible for various functions to support Treasury Management Sales Officers, their LOB partners, and clients to create and deliver a best‑in‑class onboarding experience, provide continued relationship management and support while reducing fraud risk and solving process gaps across multiple departments through front‑line submissions and operations.

Responsibilities

• Prove competencies in bank operations through product knowledge and service expectations.
• Act as liaison between TM Sales and TMSI/Deposit Operations/Wire teams, performing authentication and completeness checks on customer paperwork.
• Maintain working knowledge of all department procedures and assist in keeping corporate and departmental policies and procedures up to date.
• Attend periodic education opportunities to stay current on regulations and rules.
• Assist in special projects such as new product implementation and procedure documentation.
• Serve as point of contact with customers to resolve documentation or authorization discrepancies.
• Attend in‑person and/or virtual client and prospect meetings with Treasury Management Officers.
• Manage customer requests for updates and maintenance of Signature Cards, Account Resolutions, Beneficial Ownership Documents, Wire Set‑Ups, Repetitive Money Transfer Agreements, and corresponding Bank/Treasury Documents.
• Correspond with customers by email and phone.
• Review and interpret organizational structure documents to produce accounts with correct ownership and titling requirements.
• Work with appropriate bank personnel to produce the required documents, send them to customers, and review executed documents for proper completion.
• Deliver documents to the corresponding processing area(s) and follow up on deposit accounts opened, correcting deficiencies or document exceptions.
• Assign work received via email to TMSI and Deposit Operations/Wire employees as part of normal job duties.
• Demonstrate knowledge of various bank operating systems including Optima, Tableau, nCino, IBS and FIS systems (Deposit Origination, XAA, Business Service Tool).
• Maintain positive relationships with bank employees in other departments and business lines.
• Demonstrate strong interpersonal skills, work independently, and motivate teamwork to contribute to branch and organizational success.
• Perform other duties as assigned to support the successful operation of the department.

Education

Requires a high school diploma or equivalent, plus specialized training, a two‑year degree or equivalent work experience.

Experience

Requires five to ten years general experience, with Customer Service and/or Treasury Product experience preferred.

Physical Demands

• Operate a keypad device 80% of the day (fingers, thumbs, hands, wrists).
• Sitting required for 6 hours per day.
• Required to stand 1 hour per day.
• Required to walk 1 hour per day at a moderate speed.
• Requires manual dexterity skills for typing 80% of the business day.
• Specific vision requirements: close vision of 18–20” for computer work.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equal Opportunity Employer

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60‑1.35(c)

Salary Range

$16.23 – $33.32